CLMB executive reports tax-withholding of 645 shares

Climb Global Solutions, Inc. Chief Alliance Officer Charles Edward Bass reported a tax-related share disposition tied to vesting of restricted stock.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

Rhea-AI Filing Summary

Climb Global Solutions, Inc. Chief Alliance Officer Charles Edward Bass reported a tax-related share disposition tied to vesting of restricted stock. On May 5, 2026, 645 shares of common stock were withheld at a price of $18.76 per share to satisfy tax obligations at vesting. After this withholding, Bass directly holds 127,720 shares of Climb Global Solutions common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 645 shares

Exercise Price or Tax Liability 1 txn

Insider Bass Charles Edward

Role Chief Alliance Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	645	$18.76	$12K

Holdings After Transaction: Common Stock — 127,720 shares (Direct)

Footnotes (1)

F1. Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations.

Key Figures

Shares withheld for taxes: 645 shares Withholding price: $18.76 per share Shares held after transaction: 127,720 shares

3 metrics

Shares withheld for taxes 645 shares Withheld at vesting of restricted stock on May 5, 2026

Withholding price $18.76 per share Value used for tax-withholding disposition

Shares held after transaction 127,720 shares Direct CLMB common stock holdings after tax withholding

Key Terms

restricted stock, tax-withholding disposition, Form 4

3 terms

restricted stock financial

"Shares withheld at vesting of restricted stock for purposes of meeting"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

tax-withholding disposition financial

"transaction_action": "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Form 4 regulatory

"INSIDER FILING DATA (Form 4):"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did CLMB executive Charles Edward Bass report?

Charles Edward Bass reported a tax-related share disposition. On May 5, 2026, 645 CLMB common shares were withheld at $18.76 per share to cover tax obligations at vesting of restricted stock, rather than being sold on the open market.

Was the CLMB Form 4 transaction an open-market sale of shares?

No, the Form 4 shows a tax-withholding disposition, not an open-market sale. 645 shares of CLMB common stock were withheld at vesting of restricted stock solely to meet Charles Edward Bass’s tax obligations, according to the filing footnote.

How many CLMB shares does Charles Edward Bass own after this Form 4 transaction?

After the tax-withholding transaction, Charles Edward Bass directly holds 127,720 shares of Climb Global Solutions common stock. The Form 4 indicates this post-transaction balance, reflecting his remaining equity position following the restricted stock vesting event.

What does transaction code "F" mean in the CLMB Form 4 filing?

Transaction code “F” indicates shares were disposed of to pay an exercise price or tax liability. In this CLMB filing, 645 shares were withheld at vesting of restricted stock to satisfy Charles Edward Bass’s tax obligations, rather than being voluntarily sold in the market.

What role does Charles Edward Bass hold at Climb Global Solutions (CLMB)?

Charles Edward Bass serves as Chief Alliance Officer at Climb Global Solutions. His Form 4 filing reports a tax-withholding disposition related to restricted stock vesting, reflecting routine equity compensation administration rather than discretionary buying or selling activity.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Accepted by SEC EDGAR 05/06/2026 - 08:26 AM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Bass Charles Edward

(Last)

(First)

(Middle)

4 INDUSTRIAL WAY WEST

SUITE 300

(Street)

EATONTOWN

NEW JERSEY

07724

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Climb Global Solutions, Inc. [ CLMB ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Chief Alliance Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/05/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/05/2026		F⁽¹⁾		645	D	$18.76	127,720	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations.

	/s/ Charles Bass	05/06/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR